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Gab SilvermotionGab Silvermotion 

Copying contact fields to opportunity

Hello!

 

Is there a way to copy over a few fields from contacts to opportunity? For exemple, i'd like to copy over the value of phone number, language, and some other info so my sales rep don't have to constantly go back & forth form the contact to the opportunity (like retrieving the phone number of the contact before logging a call, or verifying his language before ssending and email and selecting the right email template)

 

i have been trying with formula fields but i can only select account fields, not contacts.

 

 

thank you very much!

Best Answer chosen by Admin (Salesforce Developers) 
Gab SilvermotionGab Silvermotion

yes there is a relationship between my opps and contacts.

 

i found out by looking around,

 

the formula is : Contact__r.Phone for exemple, if i want to carry over the contact phone number into the opp.

 

:)

All Answers

Rahul SharmaRahul Sharma
Do you have a relationship of Contact with Opportunity?
Gab SilvermotionGab Silvermotion

yes there is a relationship between my opps and contacts.

 

i found out by looking around,

 

the formula is : Contact__r.Phone for exemple, if i want to carry over the contact phone number into the opp.

 

:)

This was selected as the best answer
Rahul SharmaRahul Sharma
Great, Initially I thought that there is some standard relationship when you said you want it in that way.
Good to know that you have resolve that issue, and also i'm closing this thread.